Shady Hill School 403(b) match, vesting and fees
What Shady Hill School's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | 2023 Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Shady Hill School: employer contribution per participant | $1,874 | |
| Peer median | $1,684 |
| Shady Hill School: average balance | $136,577 | |
| Peer median | $62,952 |
| Shady Hill School: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $60M at the end of plan year 2021 to $66.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 494 | $66.9M | $918K | $1,874 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 492 | $60.6M | $893K | $1,873 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 490 | $50.9M | $867K | $1,794 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 483 | $60M | $834K | $1,745 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Shady Hill School match 401(k) contributions?
The match terms for the Shady Hill School Dc and Tda Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $918K in employer contributions, about $1,874 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shady Hill School 401(k) match vested?
The vesting schedule for the Shady Hill School Dc and Tda Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shady Hill School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is TIAA. The plan administrator is Shady Hill School Corporation.
I left Shady Hill School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shady Hill School Corporation, (617) 520-5216) or the recordkeeper, TIAA. The Shady Hill School old 401(k) page lists the contacts from every plan filing. Find an old Shady Hill School 401(k)
Data from the public Form 5500 annual reports Shady Hill School filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Shady Hill School. Not financial advice. Report a correction · Methodology